⌟ Financial Systems

Purpose

The Financial Systems Program provides strategic and structural support to help owners manage their businesses more efficiently, with appropriate delegation, and oversight.

Cathedral Financial Systems Practice helps small and mid-sized business and nonprofit organizations navigate the challenges of developing sound financial systems. This includes implementing solutions that provide management with the necessary information reports to make informed decisions. Analysis of financial statements helps a business owner to better make timely decisions on such issues as whether to offer a regular discount to a large customer or to determine how large the available bonus pool should be based on profits.

For established companies that need their existing Controller to take on a more “C Suite” role

Controller Development Program*

For start-ups and established companies that need an Office Manager or Bookkeeper to take on Controller level responsibilities

Controller Developer Program

Does your company need higher level financial analysis? Does your current Finance Department staff need additional training and guidance to provide input into financial and business strategy? Consider investing in your current staff to grow them to the next level of strategic financial involvement.

The focus of this program is on incremental training to grow your current finance staff members into a Controller/CFO. Benefits to your company include:

Increased level of thinking

Financial analysis brought into the strategy discussions of the firm

Gain proactive intervention & analysis, instead of reacting to data after it is too late

Increase staff’s positive interaction with other accountants and funding sources

Develop your Controller into a manager of the finance department staff

Improved accuracy in financial reporting

Create the current Controller’s capacity to oversee more of the company’s administration, which allows the owners of the company to focus on generating business

How Will This Help the Company

Build into the company the systems and practices that will sustain growth

Support an appropriate level of oversight of operations that support executive level decision making

Support efficient and effective management across the firm, including strategic communication, organization design, working capital, and capital structure management as well as operational management